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San Juan Capistrano

Estate Planning Lawyers for San Juan Capistrano residents

Welcome to Mortensen & Reinheimer, PC, serving the estate planning, trusts and probate needs of San Juan Capistrano residents. We believe that estate planning should be aimed at protecting what you have earned and providing for your loved ones. As such, our firm’s goal is to ensure that your estate plan accurately reflects your desires and safeguards your wealth.

Essentials for Estate Planning

Our basic estate planning services include:

  • Revocable Living Trust,
  • Pour-Over Will,
  • Power of Attorney for Financial Matters,
  • Power of Attorney for Health Care (Advance Health Care Directive),
  • Certificate of Trust, Community/Separate Property Agreement (If Married), and
  • Real property deed to fund your trust.

As skilled estate planning attorneys, we can provide the legal help you need, from assisting you with preparing a will or living trust to litigating an estate in probate court.

Asset Protection

Especially for those with higher net worth, another important aspect of estate planning includes asset protection strategies. Depending on your need, protecting your assets can include:

  • Community/marital property agreements
  • Conservatorship avoidance
  • Creating a charitable foundation or charitable remainder trust
  • Durable powers of attorney for health care and for asset management
  • Family limited partnerships and limited liability companies
  • Insurance trusts
  • Long term health care insurance
  • Premarital and post-nuptial agreements
  • Reducing estate taxes and avoiding probate
  • Wills

Probate Administration

Probate is the court-supervised process of proving a will, appointing an executor, and settling an estate. The probate process is designed to ensure that a person’s assets and estate are distributed and transferred in accordance to his/her will upon death, and that the will is valid. It also provides a mechanism for payment of outstanding debts and taxes of the estate. Mortensen & Reinheimer, PC works with our clients to avoid probate, as well as representing clients during court probate proceedings and with any related litigation.

To learn more about our estate plans, living trusts and probate services call Mortensen & Reinheimer, PC at (714) 573-7149, or e-mail us at info@ocestateplanning.net. We will immediately contact you to set up an initial estate planning consultation.

Client Testimonials

See How We've Helped Our Past Clients

We are in the business of helping families just like yours plan for the future in the most sensible and beneficial ways possible, and we are proud to have been successful in that effort. Read the testimonials of our previous clients to understand what it's like to work with our Orange County estate planning attorneys.

  • “I was happy with her research, in fact my meetings were a point of learning.”

    - Dorothy C.

  • “Outstanding Service!”

    - Liz C.

  • “I want to thank you both very much for all that you did.”

    - Tony L.

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